provider guide to the document vault · use the folder and document management bar to create a new...
TRANSCRIPT
Provider Guide to the Document Vault
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Table of Contents Introduction to the Document Vault ................................................................................................... 3
Key Documents to Maintain in your Document Vault ............................................................ 3
Document Vault Navigation .................................................................................................... 4
Uploading a New Document ............................................................................................................... 5
Utilizing Folders to Organize your Documents………………………………...…………………………..8
Creating a Folder………………………………………………………………………………………..8
Moving Documents/Folders……………………………………………………………………….…10
Sharing and Un-Sharing Documents/Folders……………………………………………………………..12
Sharing Documents/Folders……...………………………………………………………………….12
Un-Sharing Documents/Folders – Removing All Access………………………………......….15
Un-Sharing Documents/Folders by Organization………………………………………………..16
Document Vault Actions………………………………………………………………………………………18
Viewing and Downloading Documents…………………………………………………………….18
File Options for Documents/Folders……………………..…………….…………………………..19
File Options for a Single Document/Folder……………………………..…….…………………..19
Viewing Document/Folder Information and Editing Properties……………………………….20
Searching your own Organization’s Documents/Folders………………………………………21
Document Linkages…………………………………………………………………………………...22
Deleting Documents/Folders………………………………………………………………………...23
Recycle Bin: Restoring Deleted Documents/Folders……………………………………………24
Recycle Bin: Permanently Deleting Documents/Folders……..……………..…………………25
Accessing Externally Shared Documents…………………………………………………………………26
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Introduction to the Document Vault The Document Vault provides your organization with a secure digital filing cabinet for important organizational documentation. The Document Vault also allows you to upload required documents necessary to obtain and maintain eligibility to conduct business with the City of New York. The Document Vault enables direct and secure transmission of documents to the HHS Accelerator Team, City Agencies, other funders and Client and Community-based Services Providers.
The Document Vault provides:
A secure and paperless system
Document accessibility controls
Easy access to documents required to do business with the City and other funders
Document search options include: Name, Date, Type, Shared and Linked documents
Automated system reminders for expiration of critical documents.
By default, when a document is uploaded to the Document Vault, it is private—only members of your organization who have been granted access to your organization’s HHS Accelerator Account can view those documents. However, the Document Vault makes it easy for users to grant permission to other organizations (Foundations, City Agencies, etc.) to view documents by using the sharing feature.
Please remember to obtain all necessary approval before uploading any of your organization’s documents to the Document Vault. Any material that may be deemed offensive or inappropriate is not to be stored in the Document Vault.
Key Documents to Maintain in your Document Vault
The following are examples of documents that may prove useful to store in your Document Vault. Document names followed by an asterisk (*) are required by the HHS Accelerator Application process.
Corporate Structure Documents
Annual Report
Board List (including officers and length of
term)*
Certificate of Incorporation*
Certificate of Insurance Form
Certificate of Occupancy or Place of Assembly
Permit
Chief Executive Officer (CEO) Resume or
equivalent*
Corporate By-Laws*
IRS Determination Letter*
Lease or Rental Agreement
Organizational Chart*
Reference Letters
W9
Financial Documents
A-133, OMB Single Audit Report
Board Approved Organization
Budget
CHAR500, Annual Filing for
Charitable Organizations*
Independent Audit or Certified
Public Account (CPA) Review
Report*
IRS Form 990.
Policy Documents
Fiscal Manual
Policy and Procedures Manual
Human Resources or Personnel
Policy Manual.
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Document Vault Navigation
You must log into your HHS Accelerator Account to view and maintain documents your organization wants to store and share with Agencies and other organizations. Click the “Document Vault” tab at the top of the page to access your Document Vault.
a Use the Folder and Document Management bar to create a New Folder, to Upload Documents, to utilize the File Options functionality (to move, share, unshare, or delete documents/folders) and to Search within your Document Vault.
b The folder structure created by your organization is displayed.
c The Recycle Bin is where your organization manages deleted documents.
d The blue outlined (no fill) Sharing icon indicates a document/folder within this folder have been shared. The folder itself has not been shared.
e The solid blue Sharing icon indicates a document/folder has been shared with an Agency or another Organization.
f The Linkage icon indicates a document/folder is linked to one or more system tasks. Linked files cannot be deleted.
g The Filter Options icon next to each document can be used to view Document Information, to move, to share or to delete a document.
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Uploading a New Document
You must be logged into your account to upload a new document to your Document Vault. Once logged in, click the “Document Vault” tab at the top of the page to access your Document Vault.
1. Click “Upload Document” to upload a new document.
2. Select “Document Type” from the drop down.
3. Click “Choose File” to locate the document to upload.
4. Click “Next.”
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It is important that you create unique file names for new files uploaded to your Document Vault, as newly uploaded documents with duplicate file names will overwrite preexisting documents.
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5. Select the document you wish to upload.
6. Click “Open.”
The selected file’s location will populate the “Select the file to upload” field.
7. Enter the desired “Document Name.”
The "Document Name" field will default to the document's file name.
8. Click “Next.”
9. If required, click the calendar icon to select the “Effective Date.”
10. Click “Next.”
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11. Select the folder
location to upload
your document.
Documents can still be moved to any other folder at a later stage. 12. Click “Upload
Document.”
*The maximum acceptable file size is 12 MB.
The system begins to process your request and upload your document. The time required for your document’s upload will vary based on the size of the file and the speed of your internet connection and may take a few minutes.
Once the upload is complete, you will be redirected to your Document Vault and receive system confirmation of your successful upload.
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Utilizing Folders to Organize your Documents As usage of HHS Accelerator increases for your organization, the number of documents in your Document Vault has increased accordingly. The HHS Accelerator System has been enhanced to provide your organization with the ability to create folders to organize these documents. The Document Vault is a shared resource for your entire organization, so if a user creates a folder, it will impact every user for your organization. We recommend you discuss the ideal folder structure with leadership at your organization before implementing any changes.
Creating a Folder If your Document Vault stores a large number of files, you may want to create folders and give them descriptive names.
1. Click the “New
Folder” button
located on the blue
Document and
Folder Management
bar.
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A window will pop up requesting that you enter a folder name.
2. Enter a “Folder
Name.” To expand or close a folder, click the triangle to the left of the folder. Select the location for the new folder.
3. Click “Create
Folder.”
You will be redirected to your Document Vault and receive system confirmation of your successful creation of a new folder.
Your new folder now appears both on the left folder navigation pane and also within the Document Vault list.
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Moving Documents/Folders Your documents (or folders) can be moved to any folder located in your Document Vault.
1. Click the
“Checkbox” to the
left of the
document(s) or
folder(s) you want to
move.
2. Click “File Options”
Icon.
3. Select “Move” from
the File Options
Menu.
A window will pop-up requesting that you select the folder location where you would like to move the selected documents or folders.
4. Click the “Triangle
Icon” to the left of
the Document Vault
folder to expand the
folder structure.
5. Click the “Folder” you
want to move the
document/folder to.
You know the folder has been selected when a blue line appears to the left of the folder name.
6. Click “Move.”
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You will be redirected to your Document Vault and receive system confirmation of having successfully moved the selected documents/folders.
If you move a documents/folders to a folder that is already being shared, the selected documents/folders will inherit the destination folder’s sharing rights.
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Sharing and Un-Sharing Documents/Folders
Sharing Documents/Folders There are many reasons your organization might want to share a document or folder. Organizations can share promotional information (flyers, brochures, or capability statements) to promote their services. Organizations can also share organizational charts, reports or a list of the Board of Directors to allow Agencies, or potential partners a view into their organization’s structure or governance. Each shared filed can be up to 12 MB.
1. Select the
documents/folders you
wish to share by
clicking the check
boxes to the left of the
file names.
2. Click the “File
Options” button.
3. Select “Share” from
the “File Options” drop-
down menu.
A pop-up will open requesting that you confirm the documents you have chosen to share.
4. Click “Next.”
Only Level 2 System Users have the permission to share documents and folders.
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5. Select the “Agency” to share your document with from the drop down menu.
6. Click “Add Agency.”
If you wish to add more than one, you must add each additional agency separately.
7. Click “Next.”
If you do not wish to share with a City Agency, click “Next.”
8. Start typing the
provider name (the
legal name) and click
to select the provider
from the drop down,
which will populate.
9. Click “Add Provider.”
If you wish to add more than one, you must add each additional provider separately.
10. Click “Next.”
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11. Review your
selections and click
click “Finish” to
confirm.
The system will then direct you back to your Document Vault to confirm the updated status of your files.
The status of the documents you selected will now be shared indicated by the solid blue sharing icon:
Permissions Only Level 2 System Users have permission to share documents and folders.
Uploading/Moving Documents
Shared documents continue to be shared when uploaded or moved to an unshared folder. When moving documents to a shared folder, however, the files will inherit the destination folder's sharing rights.
Sharing Folders Folders can also be shared (and un-shared). Just be aware that any folder moved to a shared folder will inherit the destination folder’s sharing rights.
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Un-Sharing Documents/Folders – Removing All Access
Un-sharing documents removes the viewing privileges of those whom you shared the documents/folders with. You can either remove all external access to a document(s)/folder(s) or you can pick and choose the organizations regarding which you would like to revoke the viewing rights.
1. Select the
documents/folders
you wish to un-share
by clicking the check
boxes” to the left of
the files.
2. Click the “File
Options” button.
3. Click to select
“UnShare” from the
File Options drop
down menu.
A pop-up will open to confirm the request.
4. Click “Remove.”
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The system will then direct you back to your Document Vault to confirm the updated status of your files.
Un-Sharing Documents/Folders by Organization You may also un-share documents/folders by organization. This option allows you to remove permissions for all documents/folders shared with a specific organization or City Agency.
1. Click the Sharing icon
in the item line.
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A pop-up will open.
2. Select the Agencies/Organizations whose viewing access you have chosen to remove.
3. Click “Remove
Selected.”
4. Click “Close” to close
this pop-up window.
To remove access for all organizations listed, click ‘Remove All” instead.
The system will then direct you back to your Document Vault to confirm the successful access removal.
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Document Vault Actions
Viewing and Downloading Documents Your Document Vault documents can be downloaded so you can view and/or save them on your computer.
1. Click the hyperlinked
document name.
2. Click “Open” if you
would just to view
the document.
3. Click “Save” if you
would like to save
the document to your
computer.
This example is using
Internet Explorer. You
might see a different
message depending on
your browser settings.
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File Options for Documents/Folders
1. Click the check
boxes next to the
documents/ folders.
2. Click the “File
Options” icon
located in the blue
file management bar.
3. From the “File
Options” drop-down
menu select to
Move, Share,
Unshare, or Delete.
File Options for a Single Document/Folder
1. Click the “File
Options” icon
located in the
corresponding
document’s menu.
2. From the appearing
“File Options” drop-
down menu select to
View Information, to
Move, Share,
Unshare, or Delete
the document/folder.
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Viewing Document/Folder Information and Editing Properties
1. Click the “File
Options” icon of the
document/folder you
would like to
view/edit.
2. Select “Information”
from the “File
Options” drop down
menu.
A window will pop-up displaying detailed document information.
3. If you wish to edit the
file properties, click
“Edit Properties.”
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Depending on the file/folder type, certain fields will become editable.
4. Make desired
updates.
5. Click “Save.”
Searching your own Organization’s Documents/Folders You can search your Document Vault quickly and easily to locate documents or folders. Populate the fields in the Search Documents function to narrow down the results of your search.
1. Click the “Search”
button to open the
search function.
2. Enter information
you would like to
search for.
You may search by Folder/Document Name, Modified Date Range, Document Type, Sharing Information and Document Linkages.
3. Click “Search.”
To start a new search, click “Clear Fields.”
To close the Search Feature, click the “Search Icon” again, and the page will revert back to the original view.
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Document Linkages As your organization uses HHS Accelerator, if a document is attached to an Action in the system, a copy of the document will automatically be saved to your organization’s Document Vault. The Linkage Icon indicates that a document in the vault is linked to an HHS Accelerator Transaction, and cannot be deleted. To view what transaction the document is linked to, follow the steps below:
1. Click the “Linkage
Icon” to view the
task(s) the
document is linked
to in the system.
A window will pop-up displaying the task(s) the document is linked to.
2. Click “Close” after
reviewing the
Document Linkages.
In the Document Vault you cannot delete a document that is linked to an HHS Accelerator transaction in the system. If revisions to a document are requested, you have to make changes in the task and not in the Document Vault.
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Deleting Documents/Folders Deleting a document/folder from your Document Vault will move the selected item(s) into your “Recycle Bin.” From your Recycle Bin, deleted items can be restored or permanently deleted. Before you choose to permanently delete a file from your Document Vault, it is advised that you always save a copy to your computer for record-keeping purposes.
1. Click the check
boxes next to the
document/folder
names.
2. Click the “File
Options” button.
3. Select “Delete” from
the “File Options”
drop down menu.
A window will pop-up to confirm that you would like to delete the document.
4. Click “Yes, Delete”
to delete the files.
The document has now been moved to the Recycle Bin located in your Document Vault.
You will be redirected to your Document Vault and receive system confirmation of your successful deletion of the selected file(s).
The system will notify you if a document or folder to be deleted is currently being shared with another organization. If you choose to proceed, the sharing privileges will be deleted permanently and cannot be restored.
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Recycle Bin: Restoring Deleted Documents/Folders Once a file is deleted from your Document Vault, it is moved to the Recycle Bin in your Document Vault. Deleted files located in your Recycle Bin can either be permanently deleted or restored. A deleted document/folder located in your Recycle Bin can be restored at any time. Once restored, the document/folder can be found in the location it was in prior to deletion.
1. Click on the
“Recycle Bin” icon.
2. Click the check
boxes next to the
document/folder
names you want to
restore.
3. Click the “File
Options” button.
4. Select “Restore”
from the “File
Options” drop-down.
A window will pop up requesting that you confirm your request to restore the document.
5. Click “Yes,
Restore” to restore
your document.
The document has now been restored to its prior location in your Document Vault.
You will be redirected to your Document Vault and receive system confirmation of your successful restoration of the selected file(s).
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Recycle Bin: Permanently Deleting Documents/Folders Before you choose to permanently delete a file from your Document Vault, it is advised that you always save a copy to your computer for record-keeping purposes. Once a documents is permanently deleted, they cannot be recovered. Should you choose to permanently delete a file from your Document Vault, it is advised that you always save a copy for record-keeping purposes.
1. Click on the
“Recycle Bin” icon.
2. Click the check
boxes next to the
document/folder
name(s) you want to
permanently delete.
3. Click the “File
Options” button.
4. Select “Delete
Forever” from the
“File Options” drop-
down.
A window will pop-up to confirm the request.
5. Click “Yes, Delete
Forever” to
permanently delete
your document.
The document is now permanently deleted and cannot be recovered.
You will be redirected to your Document Vault and receive system confirmation of successful permanent deletion of the selected file(s).
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Accessing Externally Shared Documents
NYC Agencies and other organizations with HHS Accelerator accounts can share documents with your organization. You can view documents shared with your organization directly from your organization’s homepage. On the dashboard “Documents Shared with your Organization” a notification will read “Organizations have shared 1 or more documents with you.” To access documents shared with your organization, follow the steps below:
1. From the “Documents Shared with your Organization” dashboard, use the drop-down menu to select an organization.
2. Click “Continue.”
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The “Organization Information” tab displays basic information on the organization you selected.
3. Click the “Shared Documents” tab.
Documents that have been shared with your organization will be displayed.
4. Click the “Document Name” hyperlink to open or save the file to your computer.
If you feel that a document has been shared with you in error, please contact the organization that shared the document.
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